Boomfish Wealth Group, LLC
- SEC CIK
- 0002010786
- Latest filing
- Aug 4, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only.
- Positions
- 83
- No filing for Q3 2023
- Portfolio value
- $138.6M
- No filing for Q3 2023
Boomfish Wealth Group, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 80,137 | $6.80M | 4.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,658 | $3.63M | 2.6% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 18,516 | $2.91M | 2.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,787 | $2.87M | 2.1% | – | – | History |
| AAPLApple Inc. | Stock | 14,879 | $2.86M | 2.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 9,524 | $2.81M | 2.0% | – | – | History |
| NOWServiceNow, Inc. | Stock | 3,957 | $2.80M | 2.0% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 781 | $2.77M | 2.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 17,871 | $2.72M | 2.0% | – | – | History |
| ANETArista Networks, Inc. | COM | 11,466 | $2.70M | 1.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 4,016 | $2.65M | 1.9% | – | – | History |
| GOOGAlphabet Inc. | Stock | 18,622 | $2.62M | 1.9% | – | – | History |
| MELIMercadolibre Inc | COM | 1,669 | $2.62M | 1.9% | – | – | History |
| AMATApplied Materials Inc | Stock | 15,884 | $2.57M | 1.9% | – | – | History |
| KLACKLA Corp | COM NEW | 4,322 | $2.51M | 1.8% | – | – | History |
| MAMastercard Inc | Stock | 5,846 | $2.49M | 1.8% | – | – | History |
| WDAYWorkday, Inc. | CL A | 8,976 | $2.48M | 1.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 9,359 | $2.46M | 1.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 4,060 | $2.42M | 1.7% | – | – | History |
| LOWLowes Companies Inc | Stock | 10,875 | $2.42M | 1.7% | – | – | History |
| VVisa Inc. | Stock | 9,173 | $2.39M | 1.7% | – | – | History |
| ASMLASML Holding NV | ADR | 3,015 | $2.28M | 1.6% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,239 | $2.23M | 1.6% | – | – | History |
| DPZDominos Pizza Inc | COM | 5,386 | $2.22M | 1.6% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 5,432 | $2.21M | 1.6% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 23,774 | $2.14M | 1.5% | – | – | History |
| TERTeradyne, Inc | Stock | 19,461 | $2.11M | 1.5% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 16,380 | $2.10M | 1.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 4,638 | $2.10M | 1.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,899 | $2.07M | 1.5% | – | – | History |
| KMXCarMax Inc | COM | 26,721 | $2.05M | 1.5% | – | – | History |
| CSGPCostar Group, Inc. | COM | 23,276 | $2.03M | 1.5% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 10,230 | $1.97M | 1.4% | – | – | History |
| FTNTFortinet, Inc. | Stock | 32,420 | $1.90M | 1.4% | – | – | History |
| EXPDExpeditors International of Washington Inc | COM | 14,908 | $1.90M | 1.4% | – | – | History |
| ACNAccenture plc | Stock | 4,283 | $1.50M | 1.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,013 | $1.43M | 1.0% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,031 | $1.43M | 1.0% | – | – | History |
| USBUS Bancorp DE | COM NEW | 32,917 | $1.42M | 1.0% | – | – | History |
| AMGNAmgen Inc | Stock | 4,929 | $1.42M | 1.0% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,750 | $1.41M | 1.0% | – | – | History |
| RTXRTX Corp | Stock | 16,113 | $1.36M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 34,883 | $1.32M | 0.9% | – | – | History |
| CMCSAComcast Corp | Stock | 29,699 | $1.30M | 0.9% | – | – | History |
| BACBank of America Corp | Stock | 38,436 | $1.29M | 0.9% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 12,783 | $1.28M | 0.9% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 9,495 | $1.28M | 0.9% | – | – | History |
| RYRoyal Bank of Canada | Stock | 12,511 | $1.27M | 0.9% | – | – | History |
| ROPRoper Technologies Inc | Stock | 2,300 | $1.25M | 0.9% | – | – | History |
| ECLEcolab Inc. | Stock | 6,308 | $1.25M | 0.9% | – | – | History |
| HONHoneywell International Inc | COM | 5,888 | $1.23M | 0.9% | – | – | History |
| ENBEnbridge Inc | Stock | 34,098 | $1.23M | 0.9% | – | – | History |
| NEENextera Energy Inc | Stock | 20,080 | $1.22M | 0.9% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 4,423 | $1.21M | 0.9% | – | – | History |
| DISWalt Disney Co | Stock | 13,399 | $1.21M | 0.9% | – | – | History |
| VVVValvoline Inc | COM | 32,112 | $1.21M | 0.9% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,625 | $1.20M | 0.9% | – | – | History |
| PEPPepsiCo Inc | Stock | 6,995 | $1.19M | 0.9% | – | – | History |
| BWABorgwarner Inc | COM | 32,940 | $1.18M | 0.9% | – | – | History |
| MDTMedtronic plc | Stock | 14,178 | $1.17M | 0.8% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,413 | $1.15M | 0.8% | – | – | History |
| PAYXPaychex Inc | Stock | 9,571 | $1.14M | 0.8% | – | – | History |
| WMTWalmart Inc. | Stock | 7,199 | $1.13M | 0.8% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 7,729 | $1.13M | 0.8% | – | – | History |
| SBUXStarbucks Corp | Stock | 11,697 | $1.12M | 0.8% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 15,256 | $1.10M | 0.8% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 4,448 | $1.08M | 0.8% | – | – | History |
| XYZBlock, Inc. | CL A | 12,527 | $969.0K | 0.7% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 50,166 | $861.4K | 0.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,415 | $836.8K | 0.6% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,291 | $772.9K | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,964 | $727.4K | 0.5% | – | – | History |
| TSCOTractor Supply Co | COM | 3,332 | $716.6K | 0.5% | – | – | History |
| DHRDanaher Corp | Stock | 3,074 | $711.1K | 0.5% | – | – | History |
| DGDollar General Corp | COM | 4,906 | $667.0K | 0.5% | – | – | History |
| CATCaterpillar Inc | Stock | 1,740 | $514.5K | 0.4% | – | – | History |
| KOCoca Cola Co | Stock | 6,655 | $392.2K | 0.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,476 | $345.9K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 496 | $235.8K | 0.2% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 2,884 | $228.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,464 | $226.9K | 0.2% | – | – | History |
| FISVFiserv Inc | Stock | 1,678 | $222.9K | 0.2% | – | – | History |
| LTHMLivent Corp. | COM | 10,000 | $179.8K | 0.1% | – | – | History |